We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Can Healthy Revenue Growth Boost Pinterest's Q1 Earnings?
Read MoreHide Full Article
Key Takeaways
PINS to report Q1 2026 results on May 4, after market close; revenues are expected to rise year over year.
PINS sees stronger ad demand and AI-driven shopping tools boosting engagement and ads.
PINS improves international revenues and maintains steady MAU growth across regions.
Pinterest, Inc. (PINS - Free Report) is set to report first-quarter 2026 results on May 4, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 1.52%. In the trailing four quarters, the company delivered a negative earnings surprise of 3.61%, beating estimates only once and missing thrice.
Pinterest is expected to report year-over-year revenue growth, supported by strong advertising demand, better ad targeting and AI-powered shopping features. However, higher operating costs and steady competition from other larger platforms might have pressured the bottom line.
Factors at Play
During the first quarter of 2026, Pinterest’s strong advertising demand from retail, e-commerce and consumer brands, along with better ad targeting and conversion tools, is likely to have attracted more advertisers and increased ad spending, driving higher revenues.
Pinterest’s continued investment in AI-powered shopping and personalization features, along with improved visual search, recommendation algorithms and shopping integrations, is expected to have helped users discover more relevant products and content. This is likely to have increased user engagement, improved ad conversions and supported strong revenue growth in the quarter under review.
During the to-be-reported quarter, Pinterest improved revenue generation in international markets while maintaining a steady monthly active user (MAU) growth. The company’s focus on creator partnerships, shoppable content and platform innovation is likely to have driven significant revenue growth in the first quarter.
Our estimate for average revenues per user (ARPU) from the United States and Canada is $6.84. Our estimate for Europe’s ARPU is $1.14. Per our estimate, monthly active users (MAUs) from the United States and Canada are expected to reach 105.1 million in the first quarter. MAUs from Europe are approximated to be 157.8 million. MAUs from the rest of the world are estimated to be 357.4 million.
For the March quarter, the Zacks Consensus Estimate for total revenues is pegged at $963.8 million, suggesting an increase from the year-ago quarter’s reported figure of $855 million. The consensus estimate for adjusted earnings per share is pegged at 22 cents, implying a decline from 23 cents reported in the prior year.
Earnings Whispers
Our proven model does not predict an earnings beat for Pinterest for the first quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here.
Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Here are some stocks you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:
Lumen Technologies, Inc. (LUMN - Free Report) is set to release its first-quarter 2026 numbers on May 5. It has an Earnings ESP of +27.27% and sports a Zacks Rank #1 at present.
The Earnings ESP for Arista Networks Inc. (ANET - Free Report) is +2.79%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report first-quarter 2026 numbers on May 5.
The Earnings ESP for CDW Corporation (CDW - Free Report) is +1.90%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report first-quarter 2026 numbers on May 6.
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
Can Healthy Revenue Growth Boost Pinterest's Q1 Earnings?
Key Takeaways
Pinterest, Inc. (PINS - Free Report) is set to report first-quarter 2026 results on May 4, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 1.52%. In the trailing four quarters, the company delivered a negative earnings surprise of 3.61%, beating estimates only once and missing thrice.
Pinterest is expected to report year-over-year revenue growth, supported by strong advertising demand, better ad targeting and AI-powered shopping features. However, higher operating costs and steady competition from other larger platforms might have pressured the bottom line.
Factors at Play
During the first quarter of 2026, Pinterest’s strong advertising demand from retail, e-commerce and consumer brands, along with better ad targeting and conversion tools, is likely to have attracted more advertisers and increased ad spending, driving higher revenues.
Pinterest’s continued investment in AI-powered shopping and personalization features, along with improved visual search, recommendation algorithms and shopping integrations, is expected to have helped users discover more relevant products and content. This is likely to have increased user engagement, improved ad conversions and supported strong revenue growth in the quarter under review.
During the to-be-reported quarter, Pinterest improved revenue generation in international markets while maintaining a steady monthly active user (MAU) growth. The company’s focus on creator partnerships, shoppable content and platform innovation is likely to have driven significant revenue growth in the first quarter.
Our estimate for average revenues per user (ARPU) from the United States and Canada is $6.84. Our estimate for Europe’s ARPU is $1.14. Per our estimate, monthly active users (MAUs) from the United States and Canada are expected to reach 105.1 million in the first quarter. MAUs from Europe are approximated to be 157.8 million. MAUs from the rest of the world are estimated to be 357.4 million.
For the March quarter, the Zacks Consensus Estimate for total revenues is pegged at $963.8 million, suggesting an increase from the year-ago quarter’s reported figure of $855 million. The consensus estimate for adjusted earnings per share is pegged at 22 cents, implying a decline from 23 cents reported in the prior year.
Earnings Whispers
Our proven model does not predict an earnings beat for Pinterest for the first quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here.
Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Pinterest carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Pinterest, Inc. Price and EPS Surprise
Pinterest, Inc. price-eps-surprise | Pinterest, Inc. Quote
Stocks to Consider
Here are some stocks you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:
Lumen Technologies, Inc. (LUMN - Free Report) is set to release its first-quarter 2026 numbers on May 5. It has an Earnings ESP of +27.27% and sports a Zacks Rank #1 at present.
The Earnings ESP for Arista Networks Inc. (ANET - Free Report) is +2.79%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report first-quarter 2026 numbers on May 5.
The Earnings ESP for CDW Corporation (CDW - Free Report) is +1.90%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report first-quarter 2026 numbers on May 6.